See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,460 | $154,228-74.4% | $145,433-72.9% | $137,256-71.3% |
| Participation rate | 72.2% | 83.8%-11.6pp | 82.1%-9.9pp | 80.0%-7.7pp |
| Annual return | 21.47% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,474 | $4,804-48.5% | $4,554-45.7% | $4,156-40.5% |
| Participant deferral / active EE | $5,089 | $8,216-38.1% | $7,897-35.6% | $6,407-20.6% |
| Admin fee / account holder | $217 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |